See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,763 | $94,529-15.6% | $140,016-43.0% | $64,186+24.3% |
| Participation rate | 78.4% | 84.1%-5.7pp | 87.5%-9.1pp | 69.6%+8.8pp |
| Annual return | -6.01% | 7.77%-13.8pp | 651.12%-657.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,977 | $3,812-48.1% | $5,606-64.7% | $2,381-17.0% |
| Participant deferral / active EE | $3,234 | $5,250-38.4% | $6,927-53.3% | $3,470-6.8% |
| Admin fee / account holder | $8,725 | $6,741+29.4% | $10,705-18.5% | $4,888+78.5% |